Wealth Strategist Sr
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Lewes, DE 19958
Auto req ID:
HR Job Code:
100783 Wealth Strategist Sr
+ Develops, consults on and implements tax, estate and financial plans for clients, including those of the greatest complexity. Collaborates with other planning resources on specific subject matters and partners in the acquisition of new clients. Retains, expands and deepens existing relationships.
+ Conducts and reviews research, as appropriate, and develops tax, estate and financial analyses and plans. Makes generally accepted recommendations to team and may make recommendations to clients. May provide direction to wealth strategists and associates.
+ Retains and grows assets under management by working with clients, prospective clients, and Centers of Influence and providing advice and implementation.
+ Identifies solutions and PNC services as sales opportunities to enhance existing client relationships.
+ Develops new client relationships through networking, prospecting and referrals.
MD – Baltimore
Wealth Strategist Sr
Line of Business:
Asset Management Group
MD124 – PNC Harborside
Total Hours Per Week:
20% – 40%
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law
DE – Lewes, MD – Annapolis, MD – EASTON
JD, CFP or CPA preferred
Required Education and Experience:
Roles at this level typically require a university / college degree. Higher level education such as a Masters degree, PhD, or certifications is desirable. Industry relevant experience is typically 8+ years. Specific certifications are often required. In lieu of a degree, a comparable combination of education and experience (including military service) may be considered.
Job Specific Competencies:
Products and Services – Subject Matter Expertise
+ Knowledge of major products and services and product and service groups; ability to apply this knowledge appropriately to diverse situations.
Business Acumen – Extensive Experience
+ Knowledge, insight, and understanding of business concepts, tools, and processes that are needed for making sound decisions in the context of the company’s business; ability to apply this knowledge appropriately to diverse situations.
Problem Solving – Extensive Experience
+ Knowledge of approaches, tools, techniques for recognizing, anticipating, and resolving organizational, operational or process problems; ability to apply this knowledge appropriately to diverse situations.
Effective Communications – Extensive Experience
+ Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.
Decision Making and Critical Thinking – Subject Matter Expertise
+ Understanding of the issues related to the decision-making process; ability to analyze situations fully and accurately, and reach productive decisions.
Networking – Extensive Experience
+ Generates productive relationships with internal and external partners that improve access to resources and expertise.
Investments – Extensive Experience
+ Knowledge of the investments business and ability to analyze and evaluate asset types, market and industry trends, major issues, and regulatory considerations.
Client Relationship Management – Subject Matter Expertise
+ Knowledge and ability to determine and satisfy client needs and maintain a partnering relationship during engagements; includes influencing, communicating, presenting, facilitating, managing and developing others.
Value Selling – Extensive Experience
+ Knowledge of the principles and practices for selling products, technology and services; ability to provide overall product/service ‘value’ and differentiating support offerings that address clearly understood customer needs.
Manages Risk – Working Experience
+ Assesses and effectively manages all of the risks associated with their business objectives and activities to ensure activities are in alignment with the bank’s and unit’s risk appetite and risk management framework.
Customer Focus – Extensive Experience
+ Knowledge of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions, and ability to leverage that information in creating customized customer solutions.
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. As a Senior Wealth Strategist within PNC’s Wealth Management organization, you will be based in the Baltimore, Maryland area.
The Wealth Strategist is responsible for providing financial planning and wealth transfer advice to clients within the market. This individual will develop and strengthen relationships with external center of influence to acquire and retain clients. This individual will assist clients with taxation, financial planning, investment advice, estate planning, and more.
A CPA, CFA, and banking background is preferred.